Pantheon Macroeconomics
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Below is a list of our China+ Publications for the last 6 months. If you are looking for reports older than 6 months please email info@pantheonmacro.com, or contact your account rep
Please use the filters on the right to search for a specific date or topic.
Tokyo inflation picks up, but the BoJ's immediate focus will be on US auto tariffs
Tokyo inflation picks up, but the BoJ's immediate focus will be on US auto tariffs
Japan’s consumer inflation slows as energy subsidies kick in
Japan's inflation slows due to energy subsidies
Korea's 20-day WDA exports rebound led by chip exports, but the outlook is murky
Tokyo headline inflation slows as energy subsidies restart; BoJ to stick to policy normalisation path
Tokyo headline inflation slows as energy subsidies restart; BoJ to stick to policy normalisation path
Japan’s headline consumer inflation gains steam on food inflation
Japan’s flash manufacturing PMI shows activity spluttering
Japan's consumer inflation boosted by food inflation
Korea's WDA-exports drop during the holiday, despite auto shipment surge
China's residential price decline steady in holiday season
Japan's real export growth less impressive than headline
China's Caixin services activity slows, but sentiment improves
Japanese wages enjoy year-end bonus boost
Tokyo inflation bumps up on mounting food inflation
Tokyo inflation bumps up on mounting food inflation
The BoJ hikes policy rate and indicates readiness for further tightening at a measured pace
The BoJ hikes policy rate and indicates readiness for further tightening at a measured pace
Japan's export growth rebounds m/m SA, thanks to improved shipments to the EU and US
Japan CPI outturn signals upside risks to prices; BoJ’s summary of opinions highlights diverse December views
In one line: Sharp rise in Japan’s CPI highlights energy and fresh food costs, BoJ holds steady
BoJ holds rates in December; Eyes on Ueda for rate path clues
In one line: Japan’s exports were a mixed bag in November; expect more headwinds in 2025.
independent macro research, China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,